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Planview Customer Success Center

Planview.Me widget library

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  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterRole|Team Member​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/159289/=mindtouch.page%2523thumbnailAnnouncements tile
    Write and format content. Add links to organizational resources such as internal sites and reporting tools.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios September 2025--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/150260/=mindtouch.page%2523thumbnailAssignment Approvals
    Displays all requested allocations and reserves that require your approval.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterProduct|ProjectPlace--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/145110/=mindtouch.page%2523thumbnailBoard Sentiment
    Displays the sentiment on boards and trends in activity levels.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios August 2024--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/143056/=mindtouch.page%2523thumbnailData Visualization
    Displays a high-level summary of contextual Planview Portfolios data in a visual format, such as a chart or graph.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios July 2024--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/145899/=mindtouch.page%2523thumbnailLifecycle Approvals
    Displays all lifecycle Items that require your approval.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterRole|Team Member​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/152317/=mindtouch.page%2523thumbnailLink Tile
    Provides a link to a URL.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios April 2024--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterRole|Team Member​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/142626/=mindtouch.page%2523thumbnailMetric tile
    Displays the summary metric for the associated report and provides a link to that report.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios April 2024--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Team Member​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/142575/=mindtouch.page%2523thumbnailMy Assignments
    Displays information about all allocations and reserves assigned to you.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios July 2024--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterRole|Team Member​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/145898/=mindtouch.page%2523thumbnailMy Timesheets
    Displays the status of your timesheets.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterRole|Team Member​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/159291/=mindtouch.page%2523thumbnailMy to-do list
    Create, track, and manage a personal list of to-do items.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterProduct|AgilePlace--**--WidgetFilterProduct|OKRs--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/141209/=mindtouch.page%2523thumbnailOKR Progress
    Visualize the progress of your objectives and key results. View OKRs that are behind, on track, or ahead and drill down to related activities.
  • WidgetFilterProduct|AgilePlace--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--WidgetFilterRole|Engineering Lead--**--WidgetFilterRole|Product Manager--**--https://success.planview.com/@api/deki/files/159971/=mindtouch.page%2523thumbnailPlanning Series Progress
    Displays metrics from AgilePlace boards that are assigned to a Planning Series.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios December 2024--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/159292/=mindtouch.page%2523thumbnailPortfolio Tasks
    Provides information about the status and health of tasks.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterProduct|AgilePlace--**--WidgetFilterProduct|ProjectPlace--**--WidgetFilterVersion|Minimum version: Portfolios April 2024--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterRole|Team Member​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/159293/=mindtouch.page%2523thumbnailRecent items
    Provides a list with links to Planview items that you accessed most recently.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios February 2025--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/159294/=mindtouch.page%2523thumbnailResource status
    Provides information about the status and health of resources.
  • WidgetFilterProduct|Roadmaps--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/141210/=mindtouch.page%2523thumbnailRoadmaps
    View a roadmap's key milestones, initiatives and more. Update item dates or navigate to the roadmap to add more items.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterProduct|Portfolios--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--WidgetFilterVersion|Minimum version: Portfolios June 2025--**--https://success.planview.com/@api/deki/files/159295/=mindtouch.page%2523thumbnailStrategy status
    Provides information about the status and health of strategies.
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios December 2024--**--WidgetFilterRole|Resource Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/159296/=mindtouch.page%2523thumbnailTimesheet Approvals
    Displays timesheets that are pending approval.
  • WidgetFilterProduct|Viz--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/141208/=mindtouch.page%2523thumbnailViz Flow Metrics
    View the Flow Metrics for any Viz product over the last 2 full quarters
  • WidgetFilterSupportedViews|Portfolios: My Overview--**--WidgetFilterSupportedViews|Portfolios: Work Portfolio--**--WidgetFilterProduct|Portfolios--**--WidgetFilterVersion|Minimum version: Portfolios July 2024--**--WidgetFilterRole|Executive/Business Stakeholder​--**--WidgetFilterRole|Program/Portfolio Manager​--**--WidgetFilterRole|Project Manager​--**--WidgetFilterSupportedViews|Planview.Me--**--https://success.planview.com/@api/deki/files/142477/=mindtouch.page%2523thumbnailWork status
    Provides information about the status and health of work items.